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Danny Wellham


Fund Manager
Professional Biography
Founder and Managing Member, Danny works on all aspects of financial planning and portfolio management, providing clients with fully integrated wealth management services.

Prior to co-founding Heritage, Danny worked in the following capacities:

• Owner of real estate/consulting/development firm from 2001 to 2011.
• International Financial Analyst for IBM from 1998 to 2011.
• Consultant for Price Waterhouse Coopers from 1996 to 1998 as a Senior Forensic Accountant in `
Mergers and Acquisitions where he gained a vast knowledge in corporate structure and buy-out
strategies.
• CFO for several engineering firms from 1989 to 2006 where he on average raised the gross revenues
by 25% per year through extensive client development and problem solving techniques.
Personal Thoughts
As you read the biographies of my colleagues at Heritage Capital Holdings, you will see several common themes emerge – one being hard work and the other being commitment to success. My upbringing in a small town in rural Georgia as a son of a hard working father instilled this same value in my life. When it came to practices, games, or academic tests, I was always expected to be on time and overly prepared. This has served me well as I’ve grown professionally and personally.

Though hard work was always emphasized in my family, so too was the importance of taking the time to stop now and then to appreciate its benefits – such as the satisfaction of standing amidst the beauty of enjoying your family on vacation, crossing the finish line after a sprint triathlon, and taking pride in a job well done.

I have learned that wisdom comes from experience and experience is gathered over time. Over the past 29 years, I have seen and worked with most of the technical issues people and clients face in developing investment strategies and solving problems. But more importantly, I have been a part of our clients’ lives. I have seen the joys and challenges of wealth. I have experienced births and deaths, nursing homes, divorces, retirements, and layoffs. I have witnessed the best and worst of families, the ups and downs of the stock and real estate markets, the comings and goings of trends and fads. I have seen goals set and achieved as well as opportunities created that no one had thought to exist. I have seen good and bad investments (and even invested in a few bad ones myself in the earlier years). Through all of this, I have learned the importance of being technically strong, disciplined, and trustworthy and to be of uncompromising integrity. I am proud to have formed, and to be a part of a firm which has these principles at its core. Our clients have worked hard to attain success. As a Partner of Heritage Capital Holdings, I am committed to helping provide the clarity clients desire when it comes to comprehending and working through the complexities of their individual situation. It is then that they can step back and enjoy the peace of mind that comes with knowing that all aspects of their financial lives are in order. This is the most rewarding aspect of what we do, and is precisely why we enjoy it so much.

One of my favorite quotes is: "Money is always there but the pockets change" - Gertrude Stein